Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Honeycomb vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Honeycomb
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.20%
3.01%
6 Months
0.45%
9.93%
1 Year
16.80%
7.49%
3 Years
15.56%
9.34%
5 Years
—
—
Since Inception
15.35%
11.87%
Fund Age
3 yrs 6 mo
4 yrs 7 mo
AUM
₹61.98 Cr
₹1,953.44 Cr
Alpha – 1 Year
17.23%
2.77%
Alpha – 3 Years
6.99%
−2.75%
Information Ratio – 3 Years
1.06
-0.26
Volatility – 1 Year
17.17%
19.15%
Volatility – 3 Years
13.50%
16.91%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.87
1.03
Sharpe Ratio – 1 Year
0.68
0.19
Sharpe Ratio – 3 Years
0.75
0.30
Worst Rolling Year
15.00%
8.22%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
−15.92%
−20.91%
Recovery Period
158 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.26%
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 43% · M 31% · S 18%
L 17% · M 8% · S 75%
Number of Stocks
27
—
Portfolio P/E
—
23.80
Top 5 Holdings
HDFC NIFTY Smallcap 250 ETF · 11.69%
Mirae Asset Nifty India Manufacturing ETF · 7.82%
DSP Nifty Healthcare ETF · 7.33%
Mirae Asset Nifty Bank ETF · 5.96%
DSP Nifty Midcap 150 Quality 50 ETF · 5.92%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Financial Services · 18.45%
Capital Goods · 13.68%
Healthcare · 13.53%
—
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—